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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1101
Boston Family Office
Massachusetts
$373K – – –
GAM
1102
Gotham Asset Management
New York
$373K +$376K +3,616 New
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$372K – – –
FHA
1104
First Horizon Advisors
Tennessee
$371K -$12.2K -117 -3%
BWM
1105
Baystate Wealth Management
Massachusetts
$371K -$5.41K -52 -1%
KC
1106
Kingfisher Capital
North Carolina
$370K -$728 -7 -0.2%
MBT
1107
Monroe Bank & Trust
Michigan
$365K -$24.2K -233 -6%
SFSIG
1108
San Francisco Sentry Investment Group
California
$364K -$8.74K -84 -2%
BFA
1109
Bragg Financial Advisors
North Carolina
$364K – – –
DWM
1110
Dakota Wealth Management
Florida
$364K +$96.7K +930 +36%
TC
1111
Trust Company
Kansas
$364K +$247K +2,374 +206%
MAFM
1112
Mid Atlantic Financial Management
Pennsylvania
$363K +$34.6K +333 +10%
MMHP
1113
Murphy Middleton Hinkle & Parker
Georgia
$361K +$22.4K +215 +7%
B
1114
Bailard
California
$359K -$5.2K -50 -1%
LOAMS
1115
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K -$405K -3,897 -53%
GFS
1116
GYL Financial Synergies
Connecticut
$357K -$36K -346 -9%
OIA
1117
OneDigital Investment Advisors
Kansas
$357K +$241K +2,319 +203%
AIA
1118
AIMZ Investment Advisors
California
$356K – – –
SFG
1119
SNS Financial Group
Minnesota
$356K +$7.28K +70 +2%
RCAG
1120
Rehmann Capital Advisory Group
Michigan
$355K -$13.1K -126 -4%
TCB
1121
Texas Capital Bancshares
Texas
$355K – – –
RBC
1122
Roble Belko & Company
Pennsylvania
$354K – – –
NB
1123
Nicolet Bankshares
Wisconsin
$353K -$62.4K -600 -15%
LB
1124
Landmark Bank
Missouri
$352K -$6.34K -61 -2%
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$352K +$4.68K +45 +1%
43 44
45
46 47